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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: kash johal who wrote (63409)8/26/1998 12:12:00 AM
From: Dale J.  Read Replies (1) of 186894
 
It is interesting to me the misreading of the Intel marketing guys remarks. Apparently Intels marketing manager stated that volume outlook for second half was positive and would be higher than first half.

It is A VERY LONG STRETCH to turn this statement into a guidance for earnings for Q3/Q4 (either positive or negative).


Kash,

Listen carefully. Cover your short position and go long my friend. You can join in some of the profits. It's not a strech at all, in fact it's a no-brainer. Intel will exceed estimates. He really told us nothing we didn't already know.

Dale
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